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The Clients section of AgencyHandy’s CRM is your centralized hub for every organization or individual that has moved past the prospect stage. Here you can create client profiles manually or in bulk, keep contact details current, track recent orders and invoices, segment clients into custom categories, and monitor portal access — all from one list view.
You need a Super Admin or Admin role to create, edit, import, or configure client profiles. Managers can view client details and activity logs.

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Creating a Client Profile

When you onboard a new client, AgencyHandy creates a portal account for them and sends a secure login invitation.
1

Navigate to Clients

Log in to your AgencyHandy account, then click CRM in the left sidebar and select the Clients tab.
2

Open the creation form

Click + Create Client in the top-right corner. A form opens.
3

Enter client information

Fill in the client’s details:
  • First Name / Last Name (mandatory)
  • Email (mandatory — used to send the portal invitation)
  • Company Name
  • Phone Number
  • Country, State, City, Zip Code
  • Category — assign an existing configuration category if applicable
4

Save the profile

Click Create. The profile is added to your client list immediately.
After you create the profile, the client receives an email containing a secure login URL. Clicking that URL activates their portal account and lets them log in for the first time.

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Importing Clients from CSV

If you’re migrating from another platform or have a spreadsheet of existing clients, you can import them all at once.
1

Click Import

From the Clients list, click the Import button at the top right.
2

Upload your CSV file

Drag and drop your file onto the upload area, or click to browse and select it. AgencyHandy accepts CSV files containing the following fields:
  • Client Name (required)
  • Email (required)
  • Company Name
  • Country
  • State
  • City
  • Zip Code
3

Map your columns

AgencyHandy automatically detects column names that match its field names. For any unmatched columns, use the dropdown menus to manually map them to the correct system fields.
4

Preview and confirm

Review the preview table to catch any formatting issues before the data is saved.
5

Finalize the import

Click Save. A confirmation message appears once all records are imported successfully.
If your spreadsheet column headers match AgencyHandy’s field names exactly (e.g., “email”, “company name”), the mapper fills in automatically — no manual matching required.

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Exporting Clients

Back up your client database or share it with stakeholders by exporting to CSV or Excel.
1

Click Export

From the Clients list, click the Export button at the top right.
2

Customize your export

Choose which columns to include — select All Columns for a complete export, or pick specific fields such as name, contact details, company, or address.
3

Choose a format

Select CSV or XLSX depending on your intended use.
4

Download the file

Click Export. The file generates and downloads to your device. Store it securely to protect client data.

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Editing a Client Profile

1

Select the client

In the Clients list, click the checkbox next to the client you want to update, or click directly on their name to open their profile.
2

Enter edit mode

Click the Edit button in the top-right corner of the client profile. An edit form appears.
3

Update the information

Modify any fields — name, email, phone, address, company, or category.
4

Save your changes

Click Update. A confirmation message confirms the profile has been saved successfully.

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Searching, Sorting, and Filtering

The Clients list gives you several tools to find the right client quickly:

Search by Name

Type a client’s name in the search bar to instantly filter the list.

Filter by Company

Narrow the list to clients associated with a specific company.

Filter by Email

Locate a client when you know their email address but not their name.

Filter by Status

Show only active, inactive, or invited clients.

Sort Alphabetically

Sort the full client list A–Z or Z–A by name for quick reference.

Filter by Category

Show only clients assigned to a specific configuration category.

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Tracking Client Activity

Inside each client profile you’ll find tabs that give you a live picture of that client’s engagement with your agency:
View a history of all orders placed by the client, including service name, package, status, and date. This gives you a quick snapshot of their purchasing history without leaving the CRM.
See all support or service tickets submitted by the client. Use this view to prioritize responses and ensure no request falls through the cracks.
Access a log of all invoices generated for the client, including payment status. This helps you monitor outstanding balances and invoice history in one place.

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Client Configuration (Categories)

Client Configuration lets you create color-coded categories to segment your client list — for example, High Priority, Retainer, or On Hold. Categories appear as filter options on the client list so you can instantly surface the right group.
1

Open Configuration

From the Clients section, click the Configuration button.
2

Create a new category

Click + Create Category.
3

Enter category details

  • Category Name — a unique, descriptive label (e.g., Enterprise Clients)
  • Short Description — a brief note explaining the category’s purpose
  • Color — choose a distinct color for quick visual recognition
4

Save the category

Click Create. The category is now available to assign when editing client profiles.
5

Assign clients to the category

Open any client profile, click Edit, select the Category field, and choose the relevant category. Click Update to save.
Use consistent color conventions across categories — for example, red for high-urgency clients and green for fully onboarded accounts — to make the list scannable at a glance.

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Client Activity Log

The Activity Log records every login and logout event for a client’s portal account, giving you a clear audit trail of their engagement. To view the log:
  1. Go to Clients and open a specific client’s profile.
  2. Click the Activity Log tab in the top navigation bar of the profile.
  3. Review the chronological list of authentication events.
What the log shows:
  • Exact date and timestamp of each login
  • Exact date and timestamp of each logout
  • A running history of all authentication events
The log updates in real time and cannot be edited or deleted. Clients do not have access to their own activity log — it is for administrative and compliance visibility only.
At this stage, the activity log captures authentication events only (login and logout). Actions taken within the portal — such as viewing orders — are not yet logged here.

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Emailing a Client

You can send an email to any client directly from their profile without leaving AgencyHandy. Open the client’s profile and use the Email option to compose your message. The To field is pre-filled with the client’s email address.

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Client Impersonation

Admins can impersonate a client account to see exactly what the client sees in their portal — useful for troubleshooting access issues or walking a client through a process during a support call. Look for the Impersonate option inside the client’s profile.
Use impersonation for support purposes only. Any actions taken while impersonating a client are performed on their behalf and will be reflected in their account.

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Company Accounts (B2B)

If you work with businesses rather than individuals, you can set a Company Name on any client profile to group contacts under the same organization. The Clients list can be filtered by company, making it easy to view all contacts at a given account together.